BRANDY ROOT
Houston,TX
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Services Representative
Shell Federal Credit Union
04.2019 - Current
- Assist members with new accounts and loan applications
- Researched and gathered documents for back office Home Equity loans, collections, and disputes
- Cash handling and card inventory
- Notary
- Verified accuracy of loan documents prior to approval
- Reviewed credit histories, income statements, and other financial information of loan applicants
- Developed and maintained relationships with potential members to increase loan business
- Identified opportunities for cross-selling additional products and services
- Submitted loan applications to underwriters for verification and recommendations
Inside Sales Account Manager
World Fuel | Colt International
12.2014 - 03.2019
- Support sales team with facilitation of fuel sales, quotes and international trip support
- Address service issues and communicate with appropriate department to find solutions
- Assist Executives with presentations, proposals, and trade shows
- Trained incoming employees on new technology and sales methods to build highly-knowledgeable and successful team
- Monitored and amplified sales pipeline to maintain flow of potential leads and prospects utilizing CRM and Salesforce.
Finance Support Specialist
World Fuel | Colt International
03.2014 - 12.2014
- Customer service
- Fuel billing and disputes
- Vendor invoice generation.
- Assisted in the development of user training materials and FAQ documents.
- Performed month-end closing activities such as journal entries, accruals, reconciliations, and variance analysis.
Education
Associate of Applied Science - Business Management
San Jacinto College South
Houston, TX05-2024
Skills
- Cross-selling
- NMLS
- Loan Application Processing and Disbursement
- Notary
- Customer service and Operations support
- Merchandising
- Relationship building
- Training and development
- CRM Software
- Account and Data Management
Certification
- Certificate of Technology Level 2
- Occupational Certificate
- Business Management Level 2 Certificate
- Associate of Applied Science Business Management Degree
Timeline
Financial Services Representative
Shell Federal Credit Union
04.2019 - Current
Inside Sales Account Manager
World Fuel | Colt International
12.2014 - 03.2019
Finance Support Specialist
World Fuel | Colt International
03.2014 - 12.2014
Associate of Applied Science - Business Management
San Jacinto College South
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